Posted by Q
on February 8, 2021, 9:14 am, in reply to "Re: Brazil , ICE certified coffee and exports to producing countries ."
I'm bullish medium to long term here but 25 mm bags is not a realistic number in my opinion. I get a 10-12 deficit by assuming demand fully recovers by September (arbitrarily but for the sake of ease) you'd have to go off the distribution on Tango's production consensus report. I think if that were true price would know it and already be at 2.00+
